8a78826751d3645501521809b9c50bfd
Vosberg Wealth Management is seeking a driven and client-focused Associate Advisor to collaborate directly with the lead financial advisor in Glendora, CA. This role involves actively participating in client meetings, developing comprehensive retirement and tax plans, and building long-term client relationships. The position offers a clear path for advancement into a Financial Planner or Lead Advisor role as the practice grows.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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